Delivery frameworks
How we build it,written down.
The methodologies behind our pipeline, document-processing, and AI agent engagements. Each one stands on its own; the phased delivery playbook ties them into a single engagement that is usable from the first phase.
6
Frameworks
3
For AI agents and documents
All frameworks
Pick the oneclosest to your problem.
Framework 01
Stage-Gated Pipeline Automation
Eight deal stages, explicit gates on every transition, and AI-owned stages where the board moves itself. A repeatable blueprint for any pipeline-heavy services firm.
CRM · HubSpot · pipelineRead →Framework 02
AI Document Processing Agent
An 11-step daily pipeline that reads e-signed PDFs, compares client intake against authoritative source documents, populates forms, and drafts emails, with a named operator-review gate before anything leaves the system.
AI agents · Claude · document processingRead →Framework 03
Intelligent Routing Agent
A dual-trigger AI agent that watches Trello, Drive, and inbound email for case notifications, classifies the document, extracts award amounts, generates invoices, and routes deals to Won, Lost, Deferred, or Hold automatically.
AI agents · classification · TrelloRead →Framework 04
CRM-Native Intake Migration
Retire the Google Drive intake spreadsheet. Replace it with CRM-native custom properties on the Contact record and a deal-creation trigger that fires the moment an operator logs the meeting. Every downstream AI workflow depends on this being clean.
HubSpot · intake · CRMRead →Framework 05
Drawing the AI–Human Line
Before we wire a single agent, we decide, in writing, what AI owns, what a human owns, and where the handoff lives. This is the framework that keeps AI projects from becoming political grenades.
AI governance · change management · operationsRead →Framework 06
The Phased Delivery Playbook
Six self-contained phases. Each one ships with its own build, integration, UAT, and training. When a phase completes, the team uses that part of the workflow immediately, no waiting for the full system to finish.
delivery · project management · phasingRead →